CEFIX – Calvert Emerging Markets Advancement I Investment Strategy | Morningstar

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Strategy

The investment seeks total return. Under normal market conditions, the fund will invest at least 80% of its net assets (plus any borrowings for investment purposes) in equity securities issued by companies located in emerging market countries. Companies located in emerging market countries are defined as those companies tied economically to countries included in the Calvert Emerging Markets Responsible Index.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CEFIX	Calvert Emerging Markets Advancement Fund Class I	Institutional	Limited			Oct 1, 2019	$368.50M	0.950%	Below Average	$1M	$211.84M
CEFAX	Calvert Emerging Markets Advancement Fund Class A	Front Load	Open			Oct 1, 2019	$8.82M	1.200%	Below Average	$1,000	$2.63M

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